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DB Fitzpatrick & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

DB Fitzpatrick & Co’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.54K Hold
290
– – 0.01% 67
2026
Q1 		$7.44K Buy
290
+55
+23% +$1.48K 0.01% 70
2025
Q4 		$6.32K Buy
235
+38
+19% +$1.01K 0.01% 70
2025
Q3 		$5.19K Buy
197
+39
+25% +$990 ﹤0.01% 76
2025
Q2 		$3.86K Buy
158
+72
+84% +$1.63K ﹤0.01% 83
2025
Q1 		$1.9K Buy
+86
New +$2K ﹤0.01% 86

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

DB Fitzpatrick & Co's SCHX Position: Q2 2026 in Review

DB Fitzpatrick & Co held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 290 shares worth $8.54K. The position accounts for 0.01% of the portfolio, ranked #67.

DB Fitzpatrick & Co first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • DB Fitzpatrick & Co held 290 shares of Schwab US Large- Cap ETF worth $8.54K as of Q2 2026.
  • DB Fitzpatrick & Co left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of DB Fitzpatrick & Co's portfolio in Q2 2026, its #67 holding.
  • DB Fitzpatrick & Co first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.